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SCHEME INFORMATION DOCUMENT UTI UTIFlexicap Blue chip Fund (An open open-ended equity scheme) This product is suitable for investors who are seeking*: Long Term Capital appreciation/growth appreciation
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How to fill out fund fact sheet
How to fill out fund fact sheet
01
Gather all the necessary information about the fund, including its name, objective, investment strategy, and historical performance.
02
Fill in the fields for the fund's net asset value, expense ratio, portfolio holdings, and fund manager information.
03
Include any relevant risk metrics, such as standard deviation and beta, to provide a comprehensive view of the fund's performance and volatility.
04
Ensure that the fund fact sheet is updated regularly to reflect the most current information and performance data.
05
Review the completed fund fact sheet for accuracy and completeness before distributing it to potential investors or clients.
Who needs fund fact sheet?
01
Investors looking to make informed investment decisions based on a fund's performance, fees, and investment objectives.
02
Financial advisors who want to compare different funds and recommend the most suitable options for their clients.
03
Asset managers and fund companies who need to communicate key information about their funds to potential investors and regulatory authorities.
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What is fund fact sheet?
A fund fact sheet is a document that provides essential information about a mutual fund, including its investment objectives, performance, fees, and holdings.
Who is required to file fund fact sheet?
Mutual fund companies are required to file fund fact sheets.
How to fill out fund fact sheet?
A fund fact sheet is typically filled out by the fund manager or the fund management team using data from the fund's financial statements and other sources.
What is the purpose of fund fact sheet?
The purpose of a fund fact sheet is to provide investors with key information about a mutual fund to help them make informed investment decisions.
What information must be reported on fund fact sheet?
Information such as the fund's investment objectives, performance, fees, risk factors, and portfolio holdings must be reported on a fund fact sheet.
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